CoinShares: Asset management scale will reach $7.4 billion by the end of 2025, with a $21.5 million dividend payout

Weekly Strategy Report February 20, 2026

This week, the crypto market sentiment has slightly recovered, remaining in a weak bottoming phase. The total market capitalization is approximately $2.29 trillion, with major cryptocurrencies facing obvious short-term adjustment pressures. ETF capital outflows have significantly narrowed, and institutional risk-avoidance sentiment has improved, but overall market confidence still needs to be restored. Moving forward, attention should be paid to key support levels stabilizing and signs of capital inflow.

AI auditing enters practical application, OpenAI releases EVMbench to enhance smart contract security ratings

OpenAI and Paradigm collaborate to launch EVMbench, an assessment tool for evaluating the security performance of AI agents in EVM smart contracts. The tool focuses on 120 high-risk vulnerabilities, with AI showing significant improvement in attack modes but lacking defensive capabilities, raising concerns among security experts. OpenAI has also strengthened talent recruitment and defense measures, supporting open-source defense tools and research through cybersecurity grant programs.

Vitalik: FOCIL and EIP-8141 collaboration can achieve censorship-resistant fast onboarding

Vitalik Buterin stated that the FOCIL mechanism has a synergistic effect with the EIP-8141 proposal, enhancing smart accounts to become "first-class citizens" and ensuring that various transactions are quickly added to the chain in adversarial environments. This design reduces the centralization risk of proposers and promotes upgrades to the Ethereum core architecture.

Aave becomes the first lending protocol to surpass $1 billion in RWA deposits

PANews February 20 News, according to official disclosure data, the decentralized lending protocol Aave has become the first lending protocol to surpass $1 billion in deposits of real-world assets (RWA), marking an acceleration in the integration of on-chain finance with traditional assets. The RWA sector has grown rapidly in recent years, with continuous inflows of institutional funds, driving the expansion of on-chain government bonds, credit assets, and other products. This also reflects the market's ongoing demand for compliant on-chain assets and income-generating products.

On-chain analysis tool Parsec announces it will cease operations

On-chain data analysis platform Parseс announces shutdown, and the team is processing refunds and cancellations. The project lasted five years, providing data analysis services for DeFi and NFTs, and attempting to incorporate large language models for on-chain research.

OpenAI Launches "EVMbench": Testing AI's Ability to "Ensure Smart Contract Security"

As the security risks in cryptocurrency continue to rise, OpenAI is officially entering the blockchain security field. Led by CEO Sam Altman, OpenAI announced the launch of a new testing framework called "EVMbench," aimed at evaluating whether artificial intelligence has the practical ability to "understand, detect, and even repair" vulnerabilities in cryptocurrency smart contracts. OpenAI stated that EVMbench will focus on the security issues of smart contracts on Ethereum and Ethereum Virtual Machine (EVM) compatible chains. The ultimate goal is to establish a quantifiable and comparable evaluation standard for AI systems in the field of blockchain security. The so-called "smart contracts" refer to self-executing code deployed on the blockchain, widely supporting decentralized exchanges (DEX), lending protocols, derivatives protocols, and various on-chain financial applications. However, once these contracts are deployed, they are vulnerable to...